13FPulse
WS

WSC WILLSCOT HOLDINGS CORP

2026Q2 · CUSIP 971378104 · Sector: Other

Piling in

Net holder growth ranks near the top of the market

Funds that own it
364
Institutions that reported holding it to the SEC
Net increase in holders
+30
Last quarter 334 → now 364
How unusual is that
Top 20%
Stronger buying than 89% of US stocks
What the filings say, in one paragraph

364 funds held WSC at the end of 2026Q2, up 30 from the quarter before. That is stronger buying than 89.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $2.3B(YoY -2.5%), return on equity is -7.6%. WSC has had 10 buying rushes in its history, and the price moved +2.8% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2020Q1: holders=1 2020Q2: holders=20 2020Q3: holders=221 2020Q4: holders=231 2021Q1: holders=258 2021Q2: holders=276 2021Q3: holders=309 2021Q4: holders=344 2022Q1: holders=353 2022Q2: holders=350 2022Q3: holders=372 2022Q4: holders=405 2023Q1: holders=424 2023Q2: holders=421 2023Q3: holders=396 2023Q4: holders=419 2024Q1: holders=442 2024Q2: holders=411 2024Q3: holders=393 2024Q4: holders=398 2025Q1: holders=383 2025Q2: holders=382 2025Q3: holders=359 2025Q4: holders=334 2026Q1: holders=334 2026Q2: holders=364 -201 -100.5 +0 +100.5 +201 0233465 20Q120Q421Q322Q223Q123Q424Q325Q226Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 10 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2024Q1 Top 20% -11.8% -9.0%
2023Q1 Top 10% +5.2% -9.4%
2022Q4 Top 20% -17.8% -11.1%
2022Q3 Top 5% -4.6% +11.1%
2021Q4 Top 20% +1.6% -13.3%
2021Q3 Top 5% +3.0% -4.3%
2021Q2 Top 20% +17.9% +43.6%
2021Q1 Top 20% -1.9% -3.4%
2020Q3 Top 1% in the market +7.9% +21.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
166
Change in large funds
+7
Total value they hold
$6.1B
Funds buying for the first time
84
Funds that sold out entirely
54
Price change that quarter
-18.2%
Funds holding puts (bearish)
5
Funds holding calls (bullish)
8

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$-0.37
EPS YoY
-161.7%
Revenue (TTM)
$2.3B
Revenue YoY
-2.5%
Net margin
-3.0%
ROE
-7.6%
Debt ratio
84.5%
FCF (TTM)
$682M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.26 2021-12-31: EPS 0.32 2022-03-31: EPS 0.22 2022-06-30: EPS 0.32 2022-09-30: EPS 0.59 2022-12-31: EPS 0.40 2023-03-31: EPS 1.00 2023-06-30: EPS 0.43 2023-09-30: EPS 0.46 2023-12-31: EPS 0.47 2024-03-31: EPS 0.29 2024-06-30: EPS -0.25 2024-09-30: EPS -0.37 2024-12-31: EPS 0.48 2025-03-31: EPS 0.23 2025-06-30: EPS 0.26 2025-09-30: EPS 0.24 2025-12-31: EPS -1.02 2026-03-31: EPS 0.15 2026-06-30: EPS 0.26 0M 306M 612M $M -1.12 -0.01 1.10 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 33 13 179 344 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-23M95M214M 2017201820192020202120222023202420252026
Latest quarter $187M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.